Noah Gauthier (CRD# 7509696) is an Investment Advisor Representative working at Peak Wealth Management LLC in Nashua, NH and has over 2 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Wealth Management LLC | Nashua, NH | Oct 2022 - Current | 1 |
| Pfs Investments Inc. | Lynn, MA | Mar 2022 - Sep 2022 | < 1 |
| Primerica Financial Services | Lynn, MA | Nov 2021 - Sep 2022 | < 1 |
| Azurity Pharmaceuticals | Woburn, MA | Sep 2019 - Dec 2021 | 2 |
| Boston Consulting Group | Boston, MA | Sep 2017 - Sep 2019 | 2 |
| Deloitte Consulting LLP | Boston, MA | Jan 2012 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
| S63 | Uniform Securities State Law Examination | Apr 2022 |
- NH
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts484ACCOUNTS
-
Average Account Value$247,535
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MA, NH, TX
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